can updates to line items include photos?

Tammy Luther

I have an audit that is conducted and I'm trying to figure a way to automatically send follow up requests to ensure the item is addressed.

Based on a closure date, can I send some "form" or something that asks them to provide closure notes, date it was closed and photo evidence?

Not really sure if this can be done. I know with the forms, attachments can be put in there, but this would not be a form, but a notification from the sheet itself to track closure of findings.

Thoughts ???

Andrée Starå

Hi @Tammy Luther

I hope you're well and safe!

You could use Update Requests.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Tammy Luther

TY - do I just put in the note to add a photo? Guess I'm not sure how best to communicate that.

So the get a notification asking to provide an update for the line item.

How do the add a photo? is there a way to drag and drop?

I am hoping to be pretty simple as I am working with folks not english speaking (irish, german, spanish, etc)

So simple directions for updates would help for success.

Andrée Starå

@Tammy Luther

Happy to help!

Yes, you could add instructions to the Message area.

• On mobile, they would click on "Upload Files" and on iPhone, they can select from the Picture Library, Take a photo or select a file.
• On a Mac, it opens up to selecting files.

Would that work?

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